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Bryan Keith Benoit

GRANT THORNTON FINANCIAL ADVISORS
HOUSTON, TX
·CRD# 6293315·12 years experience

Professional Summary

Bryan Keith Benoit is a registered financial advisor currently at GRANT THORNTON FINANCIAL ADVISORS LLC located in Houston, Texas. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bryan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

GRANT THORNTON FINANCIAL ADVISORS LLC·CRD# 168751
RIA
700 Milam Street, Suite 300, Houston, TX 77002
November 13, 2014 - Present

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Current Firm

GT
GRANT THORNTON FINANCIAL ADVISORS LLC

GRANT THORNTON FINANCIAL ADVISORS LLC

CRD#: 168751
California
Registered Investment Advisory firm - California (11/29/2024 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (10/30/2024 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/14/2023 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (10/26/2023 Terminated)
New York
Registered Investment Advisory firm - New York (6/19/2014 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (9/9/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (10/3/2023 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/23/2014 Approved)
Virginia
Registered Investment Advisory firm - Virginia (10/30/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 N. Akard Suite 1200, Dallas, TX 75201

Phone Number

(214) 561-2300

# of Employees

6

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

#1 - Grant Thornton LLP; Not investment related; 171 N. Clark St. #200, Chicago, IL 60601; Audit, tax and advisory services firm; Principal, 10/01/2007, approximately 85 hours per month of other business, approximately 65 hours per month of other business during securities trading hours; other business duties include valuation of business and business interests including equity interests, liabilities and debt, options and derivatives, intellectual property, and other tangible and intangible assets for a variety of purposes including financial consulting, board advisory, litigation support, and financial reporting. #2 - Benoit Real Estate Holdings LLC; investment related; 3217 Plumb Street Houston, TX 77005; Potential real estate investments and holdings; owner; legal entity established in 2014; approximately 0 hours per month devoted to other business; approximately 0 hours per month devoted to other business during securities trading hours; none

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Missouri
(11/15/2023)
IAR
New York
(6/25/2021)
IAR
Texas
(11/13/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2014About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bryan Keith Benoit's CRS (Customer Relationship Summary).

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